M&A Advisory · USA
Sell your company once. Do it with senior advisors who negotiate for a living.
We represent founders, family-owned businesses, and private equity portfolio companies in sell-side, buy-side, and cross-border M&A transactions across the United States — typically $5M to $150M in enterprise value.
Sell-Side
Representing sellers to maximize enterprise value and after-tax proceeds while protecting the business and the team through a confidential process.
Buy-Side
Sourcing, evaluating, and executing acquisitions for strategic acquirers, family offices, and independent sponsors pursuing add-ons or platform investments.
Cross-Border
U.S.–Europe transactions leveraging our transatlantic presence to reach strategic buyers and sellers that domestic-only advisors cannot access.
Sell-side process
Six phases. Typically six to nine months from launch to closing.
Positioning & preparation
Diagnostic of the business, normalized financials, equity story, and identification of value drivers a buyer will pay for.
Marketing materials
Teaser, Confidential Information Memorandum (CIM), management presentation, and financial model built to institutional standards.
Buyer outreach
Curated approach to strategic acquirers, private equity, family offices, and independent sponsors. Confidentiality controlled at every step.
LOI & negotiation
Indications of interest, management meetings, term-sheet negotiation, and selection of the counterparty with the best economics and cultural fit.
Due diligence & QoE
Coordinated financial, tax, legal, commercial, and Quality of Earnings review. We defend the model, protect the seller, and keep the process on schedule.
Definitive agreement & closing
Purchase agreement negotiation alongside your legal counsel, working-capital true-up, escrow, and successful close on defensible terms.
Checklist
M&A Readiness Checklist
A practical checklist covering sell-side, buy-side, and cross-border readiness. Preview the items below or download the full PDF.
Sell-Side Readiness
- Three years of audited or reviewed financial statements available
- Trailing twelve months (TTM) EBITDA with normalization adjustments documented
- Add-backs (owner compensation, one-time items) supported by evidence
- Monthly financial reporting package produced within 15 business days of month-end
- Revenue by customer, product, and geography analyzed for concentration
- Top 10 customer contracts reviewed for assignability and change-of-control clauses
- Recurring vs. non-recurring revenue clearly identified
- Working capital seasonality and normalized target quantified
- Management team incentives and retention plan defined
- Corporate records, cap table, and equity awards clean and current
- Key IP, trademarks, and domains properly assigned to the company
- Litigation, tax exposures, and regulatory matters inventoried
- Data room structure prepared with clear indexing
- Growth plan and 3-year forecast built with defensible assumptions
- Confidentiality plan for employees, customers, and suppliers in place
Buy-Side Readiness
- Investment thesis written and approved by decision-makers
- Target criteria defined: size, geography, sector, margin profile
- Capital sources confirmed (equity, senior debt, mezzanine)
- Deal team assigned: sponsor, advisor, counsel, QoE, tax
- Proprietary sourcing plan and outreach cadence agreed
- Standard NDA and process letter templates ready
- Valuation framework and IRR/MOIC thresholds set
- Diligence checklist covering financial, tax, legal, commercial, IT, HR
- 100-day post-close integration plan template prepared
- Reps & warranties insurance strategy discussed with broker
- Debt commitment letter or financing term sheet secured
- Board and investment committee approval process documented
- Regulatory clearances (HSR, CFIUS, industry-specific) considered
- Signing-to-closing conditions and covenants mapped
- Working capital, indebtedness, and transaction expense definitions aligned
Cross-Border Readiness
- Local counsel engaged in each relevant jurisdiction
- Tax structuring memo covering entity, treaty, and withholding analysis
- Transfer pricing documentation reviewed and current
- FX exposure and hedging strategy for purchase price defined
- CFIUS or foreign investment screening assessed (US inbound deals)
- EU merger control and national foreign direct investment (FDI) review considered
- Accounting differences (US GAAP vs. IFRS) reconciled in QoE
- Statutory audit and local filing obligations mapped
- Employment law, works council, and consultation requirements identified
- Data protection (GDPR, state privacy laws) diligence completed
- Sanctions, export control, and anti-bribery diligence performed
- Local escrow and paying agent arrangements confirmed
- Signing and closing mechanics coordinated across time zones
- Repatriation of proceeds and dividend policy modeled
- Post-close governance, reporting, and board composition agreed
Sector focus
Where our transaction experience is deepest.
FAQ
Common questions about sell-side, buy-side, and cross-border M&A.
Short, process-oriented answers. If you do not see your question here, contact us directly.
Sell-side
Buy-side
Cross-border
Questions?
See FAQ on boomer exits, SBA, ESOP and valuation.
Practical answers for owners preparing for a transaction or transfer.
Explore a confidential conversation.
We will give you a candid read on market conditions, likely valuation range, and whether now is the right time to bring your company to market.
Contact us